Quick Comparison
| Firm | Credentials | Focus |
|---|---|---|
| <a href="https://www.cpachulavista.com/">Greg Martinez CPA</a> | California CPA, IRS Enrolled Agent, Certified QuickBooks ProAdvisor since 2013, and Certified Tax Resolution Specialist held by founder Greg Martinez. | Dental and medical practices, real estate investors, trucking and logistics operators, and owner-led small businesses needing CPA-reviewed monthly books. |
| <a href="https://bullen-ruch-neller.hub.biz/">Bullen, Ruch & Neller</a> | Enrolled Agent designation held by managing partner Tim Neller, Certified QuickBooks ProAdvisor firm status, and a Downtown Chula Vista practice with two named partners. | Sole proprietors, S-corps, C-corps, LLCs, partnerships, trusts, estates, and nonprofits across the South Bay needing combined tax and bookkeeping support. |
| <a href="https://360bks.biz/">360 Bookkeeping + Tax Solutions</a> | IRS Enrolled Agent credential held by co-founder Gustavo Garcia, Certified QuickBooks ProAdvisor firm status, and 17-plus years of public accounting experience behind the team. | Startups and established small businesses in Chula Vista and the South Bay wanting day-to-day bookkeeping plus tax planning under one roof. |
1. Greg Martinez CPA, Inc.
- Address: 2566 Catamaran Way, Chula Vista, CA 91914
- Phone: (619) 374-3587
- Founder / Owner: Greg Martinez, CPA, EA
- Operating Since: 2013 (13 years)
- Credentials: California CPA (license 117735), IRS Enrolled Agent, Certified QuickBooks ProAdvisor (since April 2013), Certified Tax Resolution Specialist, AICPA and CalCPA member
- Service area: Chula Vista, Bonita, Eastlake, and greater San Diego County, with remote engagements for established clients
- Industries served: Dental practices, medical practices, real estate investors, trucking and logistics operators, owner-led small businesses
- Website: cpachulavista.com
Founder-reviewed returns and books in East Chula Vista
Greg Martinez runs the practice from a Catamaran Way office in the Eastlake neighborhood of Chula Vista, and the firm states that every return passes back through him before it leaves. That single-owner sign-off keeps decisions inside one head rather than spread across a junior pod, which is unusual once a CPA practice grows past a few staff members. The firm has stayed independent through more than a decade of South Bay CPA-market consolidation.
Stacked credentials behind the bookkeeping work
Greg holds the California CPA license alongside the IRS Enrolled Agent designation, the Certified QuickBooks ProAdvisor credential dated April 2013, and the Certified Tax Resolution Specialist designation from the American Society of Tax Problem Solvers. That stack lets the company move from monthly bookkeeping into payroll, entity formation, tax planning, and IRS representation without handing the file to a third party. AICPA and California Society of CPAs memberships round out the documentation trail.
Niche focus on dental, medical, real estate, and trucking
Published industry pages on the shop’s site address dental practices, medical practices, real estate investors, and trucking, towing, and logistics operators. Each niche carries its own bookkeeping shape, with dental chair productivity reports, medical insurance receivable timing, real estate cost segregation, and per-mile fleet costing all handled in the same QuickBooks files the practice sets up at engagement start.
Outsourced CFO and entity work paired with the books
Beyond monthly close work, the team builds outsourced CFO engagements covering KPI dashboards, cash-flow forecasting, and lender-ready statements. New entity formation, multi-state filings, and tax-resolution casework all sit on the same shelf, which keeps documentation continuity intact for owners who do not want to coordinate across three or four vendors when something time-sensitive lands.
2. Bullen, Ruch & Neller LLC
- Address: 345 F Street, Suite 175, Chula Vista, CA 91910
- Phone: (619) 422-6181
- Founder / Owner: Tim Neller, EA, and David Ruch, partners
- Operating Since: 1998 (28 years)
- Credentials: IRS Enrolled Agent designation held by Tim Neller, Certified QuickBooks ProAdvisor firm status, Chula Vista Chamber of Commerce member, BBB-listed
- Service area: Downtown Chula Vista, National City, Bonita, Imperial Beach, and the broader South Bay San Diego region
- Industries served: Sole proprietorships, S-corps, C-corps, LLCs, partnerships, trusts, estates, and nonprofit organizations
- Website: bullen-ruch-neller.hub.biz
Two-partner Chula Vista practice incorporated in 1998
Tim Neller and David Ruch run Bullen, Ruch & Neller as a named partnership out of an F Street office in Downtown Chula Vista, with state records showing incorporation on December 22, 1998. Tim has been with the firm for more than two decades and now serves as managing partner, while David Ruch carries the second name on the door. That two-partner structure has held steady through 28 years of South Bay practice, with no rollup transaction recorded.
QuickBooks ProAdvisor work for South Bay small businesses
The firm carries a Certified QuickBooks Pro Advisor designation and lists deep expertise in small business bookkeeping challenges and best practices. Monthly close work, payroll runs, and sales-tax filings are kept in QuickBooks files the team can configure, repair, and maintain through the year, which prevents the late-January reconstructions that come with neglected books.
Volume tax practice paired with the bookkeeping shelf
Beyond bookkeeping, BRN handles roughly 1,000 entity returns each year across S-corps, C-corps, LLCs, sole proprietors, and trusts, plus around 1,800 individual returns. That volume gives the company a working library of how South Bay small businesses are actually structured, and the same partners who sign off on the books also sign off on the related federal and California filings.
Trusts, estates, and nonprofits inside one office
The practice extends past pure small-business work into trust accounting, estate filings, and nonprofit reporting. Family business owners with a successor trust, executors managing decedent estates, and Chula Vista nonprofits filing Form 990 can keep that work alongside their operating-company books rather than splitting the engagement across separate specialists.
3. 360 Bookkeeping + Tax Solutions
- Address: 2560 Catamaran Way, Suite B, Chula Vista, CA 91914
- Phone: (619) 829-0362
- Founder / Owner: Gustavo Garcia, EA, with co-founder Aaron
- Operating Since: 2020 (6 years), with founder accounting experience dating to 2007
- Credentials: IRS Enrolled Agent credential held by Gustavo Garcia, Certified QuickBooks ProAdvisor firm status, 17-plus years of public accounting experience behind the team
- Service area: Chula Vista, Eastlake, Bonita, National City, Imperial Beach, and greater South Bay San Diego
- Industries served: Startups, established small businesses, sole proprietors, and self-employed professionals across the South Bay
- Website: 360bks.biz
Founder-led shop on Catamaran Way in Eastlake
Gustavo Garcia, EA, opened 360 Bookkeeping + Tax Solutions in 2020 with co-founder Aaron, working out of a Catamaran Way office in the Eastlake area of Chula Vista. Gustavo started his accounting career in 2007 as an accounting assistant before climbing to senior accountant by 2012, so the shop’s six years of independent practice rest on more than 17 years of personal accounting experience.
Certified ProAdvisor focus on small business books
The firm staffs Certified Bookkeepers and QuickBooks Pro Advisors and uses QuickBooks Online to keep client records organized in a CPA-friendly format. Monthly bookkeeping setup and management, plus quarterly book reviews, anchor the practice, with the team handling 1099 filings, payroll, sales tax, and clean-up engagements that often follow new-client onboarding.
Tax preparation and planning under the same roof
Because Gustavo holds the IRS Enrolled Agent credential, 360 BKTS pairs day-to-day bookkeeping with year-round tax planning and preparation rather than treating the two as separate vendor relationships. Clients moving from a part-time bookkeeper to a fuller engagement can keep the same team for federal and California returns, which keeps source documentation continuity intact.
Strategy conversations for newer business owners
Public reviews and the practice’s own materials describe a hands-on approach with newer business owners, walking them through chart-of-account setup, document workflows, and quarterly estimate logic. That bias toward client education, plus a 5-star public review profile, gives 360 BKTS a different feel from a higher-volume tax shop where bookkeeping is bolted on.
Reference Notes
- Greg Martinez CPA, Inc. founder credentials, ProAdvisor certification date of April 2013, address at 2566 Catamaran Way, phone, and CPA license 117735 drawn from the firm’s About page, Greg Martinez’s LinkedIn profile, and the Greg Martinez CPA Yelp listing.
- Bullen, Ruch & Neller LLC December 22, 1998 incorporation date, partner names Tim Neller and David Ruch, address at 345 F Street Suite 175, phone, and ProAdvisor status drawn from the company’s hub.biz page, the Chula Vista Chamber of Commerce listing, the BBB profile, and Tim Neller’s LinkedIn and PTIN directory entries.
- 360 Bookkeeping + Tax Solutions founding year of 2020, founder Gustavo Garcia EA plus Aaron, address at 2560 Catamaran Way, phone, and ProAdvisor status drawn from the shop’s About page, Gustavo Garcia’s LinkedIn profile, the Yelp listing, and the Poyst review profile.
- Industry breakdowns and service descriptions reflect each firm’s published service pages and third-party directory entries as of May 2026.
Selection Methodology
Every firm in this list had to be independently held and operating under its founder or a small named partnership, with no private-equity rollup or franchise tie. Each one had to hold an active QuickBooks ProAdvisor designation and offer monthly bookkeeping as a core service rather than a tax-season add-on. Minimum tenure was set at five years of continuous Chula Vista or South Bay San Diego operation, and we excluded venture-backed national platforms such as Bench, Pilot, QuickBooks Live, BELAY, Bookkeeper360, Bookminders, Supporting Strategies, Bookkeeper.com, and 1-800Accountant. We also avoided duplicating firms profiled in the separate San Diego, CA directory. Each firm was cross-checked against at least two independent sources, including the practice’s own website plus a third-party listing.
Frequently Asked Questions
How much does a Chula Vista bookkeeper typically charge?
Monthly fees in the South Bay usually run from about $350 for a single-entity small business with low transaction volume up to $2,000 or more for multi-entity operators with payroll, sales-tax filings, and CFO-level reporting. Each firm above prices on transaction volume and scope rather than hourly rates, which is the South Bay norm for Certified ProAdvisor practices.
Do these firms work with clients outside Chula Vista?
Yes. All three handle work across the South Bay, including National City, Bonita, Imperial Beach, and Eastlake, plus broader San Diego County engagements. Routine work moves through QuickBooks Online and shared portals, with in-person meetings at the Catamaran Way and F Street offices as needed.
Can a Chula Vista bookkeeping firm also handle my taxes?
Each of the three firms above offers tax preparation alongside bookkeeping. Greg Martinez CPA pairs CPA tax planning with full IRS representation through his Enrolled Agent and Tax Resolution Specialist credentials, Bullen, Ruch & Neller files roughly 1,000 entity returns and 1,800 individual returns per year through Tim Neller’s EA license, and 360 BKTS runs federal and California returns through Gustavo Garcia’s EA credential.
What sets a Certified ProAdvisor apart from a general bookkeeper?
A Certified QuickBooks ProAdvisor has passed Intuit’s testing and recertifies annually on each major QuickBooks release. That means file repairs, payroll setup, sales-tax configuration, and multi-currency or inventory work get handled by someone trained on current software behavior rather than a five-year-old version, which matters when migrating from Desktop to Online or untangling a damaged company file.
Editorial Note
Published 2026-05-11. All firm details, addresses, and credentials reflect public information available on each firm’s website and supporting third-party listings at the time of writing. Phone numbers, service offerings, and personnel can change, so confirm directly with each firm before engaging. This directory is editorial and no firm paid for placement or review.